Original filing (PDF)20250930161205NAL0029740562001

HUSELTON, MORGAN & MAULTSBY, PC

Name: HUSELTON, MORGAN & MAULTSBY, PC — HUSELTON, MORGAN & MAULTSBY, PC RETIREMENT PLAN & TRUST, Form 5500 (2024)
Creator: HUSELTON, MORGAN & MAULTSBY, PC

Form 5500-SF

FILING_RECEIVED

HUSELTON, MORGAN & MAULTSBY, PC RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

120

Plan assets (EOY)

$18.3M

Net assets (EOY)

$18.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUSELTON, MORGAN & MAULTSBY, PC.

Plan sponsor

Name

HUSELTON, MORGAN & MAULTSBY, PC

EIN

75-2409112

Address

5005 LBJ FREEWAY · SUITE 1200 · DALLAS, TX · 75244

Phone

(972) 404-1010

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

HENRY AND PETERS, PC

HENRY AND PETERS, PC 401(K) PLAN

$18.3M · 102 participants

FLAGEL, HUBER, FLAGEL & COMPANY

FLAGEL, HUBER, FLAGEL & COMPANY RETIREMENT SAVINGS PLAN

$18.3M · 56 participants

THOMAS & ZURCHER, P.A.

401K/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF THOMAS & ZURCHER, P.A.

$18.2M · 14 participants

MELONI HRIBAL TRATNER LLP

MELONI HRIBAL TRATNER LLP 401(K) PROFIT SHARING PLAN

$18.2M · 33 participants

JEFFERSON, URIAN, DOANE & STERNER, P.A.